Investment Objective
The funds objective is to achieve mid to long-term capital appreciation through investments in European equities using bottom-up fundamentally driven stock picking strategies applied systematically. Our proprietary model seeks to maximize risk-adjusted returns by trading securities of pan-European companies on the long and short side as well as European index futures. The optimized portfolio is the result of multi-factor strategies picking investment opportunities through a blend of value, defensive and momentum approaches.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.2 | 0.4 | 0.2 | 0.9 | 0.3 | 0.9 | 0.8 | 0.6 | 0.3 | 0.9 | 0.2 | 0.2 | |
| 2023 | 0.6 | 0.3 | 0.6 | 0.3 | 0.1 | 0.6 | 0.1 | 0.6 | 0.4 | 0.2 | 0.8 | 0.3 | 0.3 |
